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Mutual funds

Topic tag · tracked since 24 Sept · also mutual fund, mf, mfs, amc

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Today31 stories · 34 articles107 stories since 24 Sept

Net tone● −9% today−2% over the week

Market checkCapital Markets −0.73%Nifty Capital Markets on Fri, 25 Sept · Nifty +0.34%

Developing5 storylinesBiggest: SEBI’s revised portfolio management rules · 16 updates

Mutual funds in three lines

Written 3h ago from its latest stories

WhiteOak Capital launched a Fund of Funds focused on small-cap mutual funds
Tata MF’s Chandraprakash Padiyar said stock selection is critical as earnings and valuation gaps widen
SEBI defines medium-duration funds as investing in instruments with a 3–4 year Macaulay duration

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Bar colour is the day’s tone · tracking began on 24 Sept

2024 Sept

3725 Sept

1726 Sept

1327 Sept

2028 Sept

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stories together this week · colour is their tone

Mutual fund flows25 ETFs24 Market valuations24 SEBI21 Small and midcaps16 Global markets9 PRIM8 NFOs7 Gold6 Insurance6

Stories

107 in all · newest first

Funding and debt● mixedHDFC MF’s REITs index fund opens for subscription: What to knowOffice and REITs HDFC Asset Management ETFs1 source
9m

Broker call● mixedA $4 billion fund manager is going against the market on insurance stocksBajaj Asset Management is repositioning its portfolio around insurance stocksInsurance Crude oil AI1 source
32m

Market move▼ bearishGold, silver ETFs tumble up to 3.6% as precious metals slide on US Fed rate-hike fearsGold Silver ETFs1 source
34m

● mixed19 equity mutual funds deliver over 15% CAGR in 3,5, and 7 year horizons. Are there any included in your portfolio?19 of 189 equity mutual fund schemes delivered over 15% CAGR across three, five and seven yearsSmall and midcaps Mutual fund flows Market valuations1 source
37m

Market move● mixedSolana ETFs draw record $188 million in a week as Bitwise takes two-thirds of inflowsSolana ETFs attracted a record $188 million in one weekSolana ETFs Crypto1 source
1h

Expansion● mixedMirae Asset MF launches Life Cycle Fund 2056: How the scheme will change its equity-debt mix over 30 yearsNFOs1 source
1h

● mixed7 aggressive hybrid funds delivered 12%+ 5-year SIP returns; Bank of India led with 16.5%Seven aggressive hybrid funds delivered 12% or more in five-year SIP returnsBank of India Banks1 source
3h

IPO● mixedNFO Insight: WOC Diversified Equity Small Cap Active FoF NFO opens for subscription. How is it different from a smallcap fund?WhiteOak Capital Mutual Fund launched a Fund of Funds focused on small-cap mutual fundsWhiteOak Capital Mutual Fund Small and midcaps NFOs1 source
3h

Broker call● mixedStock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarTata MF’s Chandraprakash Padiyar said stock selection is critical as earnings and valuation gaps widenSmall and midcaps Market valuations Tata Group1 source
3h

● mixedBest medium duration mutual funds to invest in September 2026SEBI defines medium-duration funds as investing in debt and money-market instruments with a 3–4 year Macaulay durationSEBI1 source
4h

Funding and debt● mixedRich turn to borrowing against private equity holdings as payouts slowWealthy individuals are borrowing against private equity holdings as payouts slowPrivate banks Startups and VC Nuvama Wealth Management1 source
4h

● mixedETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati KhemaniSwati Khemani called de-rating the “other side of alpha” and an underappreciated investment riskCarnelian Market valuations1 source
4h

● mixedInternational ETFs trading at a premium: What investors should check before buyingIndia-listed international ETFs can trade at premiums to their underlying assetsETFs Global markets Market valuations2 sources
2h

Broker call▼ bearishETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equitiesUS bonds are again offering attractive yieldsUS Treasuries US Fed Bond yields1 source
4h

Policy● mixedETMarkets PMS Talk | From mutual funds to PMS: Brijesh Ved on where PRIM fits in India's evolving wealth landscapeSEBI’s proposed PRIM framework could redefine investor expectations of portfolio managersPRIM SEBI1 source
4h

Market move▼ bearishBulls out of steam, it’s slow & steady on D-StreetForeign portfolio investors withdrew significant funds from Indian equitiesFII flows Mutual fund flows DII flows1 source
6h

● mixedHybrid funds are booming: Why some advisers prefer them while others remain cautiousSome advisers favour hybrid funds for tax efficiency and stabilityTaxes Insurance distribution1 source
7h

● mixedMutual fund returns: Why average return can mislead you about your actual wealthTwo funds both averaged 5%, but one left investors Rs.11,000 richer1 source
7h

Policy● mixedSebi's PRIM route: Portfolio managers can invest ₹25 lakh-plus client money in mutual fundsSEBI launched PRIM, a route for portfolio managers to invest client money in mutual fund unitsPRIM SEBI1 source
7h

Expansion● mixedDubai is an important market for us, says SBI Funds’ MD & CEO Debasish MishraSBI Funds Management is expanding into overseas hubs such as Dubai and deeper Indian marketsSBI Funds Management SBI Global markets1 source
7h

Market move▼ bearishStreet signs: Slump in domestic flows adds to largecap woes, and moreActive largecap funds saw outflows as Nifty 50 approached oversold territoryMutual fund flows Nifty and Sensex FII flows1 source
13h

● mixedManufacturing mutual funds: Top scheme delivered over 23% in 1 year—did this stellar return come with higher risk?Top manufacturing mutual fund schemes delivered over 23% in one yearManufacturing Market valuations1 source
14h

Policy● mixedYour gold or silver ETF holds physical bullion: Here's what SEBI's new vault rules mean for investorsSEBI approved a common vault-manager framework for bullion backing gold and silver ETFsSEBI ETFs Gold1 source
14h

Policy● mixedSEBI PMS overhaul could turn advisers into portfolio managersA ₹25-lakh PRIM route gives wealth managers a way to manage mutual-fund portfoliosPRIM SEBI Stockbrokers1 source
17h

● mixedA data-driven analysis of mutual funds vs. PMSMutual funds returned 14.5% CAGR over 10 years, versus 14.0% for PMSMutual fund flows2 sources
19h

Policy● mixedSold house, land, shares or mutual funds? Know 9 reinvestment options to claim capital gains tax exemptionThe Income-tax Act provides nine exemptions for capital gains from asset salesCapital gains tax Income tax Real estate1 source
19h

● mixedInvested in a top-performing mutual fund? Why strong returns may not translate into similar gains for youInvestment and withdrawal timing can create a significant gap between mutual fund returns and what investors earnMutual fund flows Market valuations1 source
20h

● mixedYour SIP Has Underperformed For Three Years: What Should You Check Before Stopping It?Periodically review your portfolio to check whether returns align with expectationsMarket valuations1 source
20h

▲ bullishETMarkets Smart Talk | 2-3 crore wealth creators could enter PMS: Sandeep Jethwani on PRIM and India’s wealth boomSEBI’s PRIM framework lowers the PMS entry limit to ₹25 lakhPRIM SEBI Dinesh Pant1 source
22h

Funding and debt● mixedNew fund offers: 6 mutual funds and 1 SIF will open for subscription this week. Check dates and detailsSix mutual funds and one Specialized Investment Fund open for subscription this weekNFOs1 source
23h

● mixedRs 2,500 salary to Rs 6 Cr, Rs 3 Cr without stocks or MFs, Rs 80 L income to nil: 3 money journeysTaxes Market valuations Global markets1 source
1d

Market move● mixedSBI Flexicap among 5 flexi-cap mutual funds that delivered single-digit returns in 3 years. Check detailsFive flexi-cap funds delivered single-digit returns over three yearsSBI Market valuations1 source
1d

Market move▼ bearishEquity mutual funds lose up to 13% in a week; sectoral and thematic funds lead the decline. Check top 10 losersEquity mutual funds fell by up to 13% last weekMutual fund flows ETFs Wall Street1 source
1d

● mixedThe quiet inflation fighters: How debt mutual funds protected purchasing powerDebt schemes have largely preserved purchasing power across market cyclesInflation Mutual fund flows1 source
2d

● mixedWestwood Holdings CEO Brian Casey on Y'all Street and an ETF tracking the AI power ecosystemBrian Casey is CEO of Dallas-based asset manager Westwood HoldingsAI Power sector ETFs1 source
2d

● mixedWhat is Passive Investing? How’s it different from putting your money through active investments? ExplainedPassive funds track market indices, reducing the need for individual stock selectionETFs1 source
2d

Data● mixedMutual Funds returns1 source
2d

● mixedMoving from SIPs to direct stock trading? Key skills you need firstDirect stock investing offers higher potential returns but requires disciplined research and risk toleranceStock exchanges Small and midcaps1 source
2d

Market move▲ bullishFIIs and mutual funds raised stakes in 10 stocks during June quarterInstitutional investors raised holdings in several Nifty 500 stocks in the June 2026 quarterFII flows Nifty and Sensex Mutual fund flows2 sources
2d

● mixedThese 5 SIFs have delivered over 10% returns since their inception. Check inception date and performanceFive SIFs have delivered double-digit returns since inceptionMarket valuations1 source
2d

● mixedMultiple mutual funds, same stocks? Here’s how to check for portfolio overlapOverlapping holdings across mutual funds can reduce the diversification investors expect1 source
2d

● mixedMutual fund SIPs did better than lumpsum across 5 equity categories in 2 years. Check detailsSIPs outperformed lump-sum investments across five equity fund categories over two yearsSmall and midcaps1 source
2d

● mixedAveraging in stocks vs mutual funds: What you need to know before investingAveraging down can lower entry costs in quality investmentsMarket valuations Small and midcaps1 source
2d

Policy▲ bullishSEBI’s new PMS framework could potentially double industry size over time: APMI Chairman Vikas KhemaniRevised PMS framework lowers the entry threshold to ₹25 lakhPRIM SEBI Market valuations1 source
2d

● mixedExplained: Which mutual fund ratios should investors check before investing?Risk ratios help investors assess mutual fund schemes beyond past returns1 source
2d

● mixedQuantum Flexi Cap Fund - Direct Plan - Growth1 source
2d

Market move▼ bearishRout in PB Fintech stock deals Rs 11,000 crore blow to mutual fundsPB Fintech Fintech and payments Mutual fund flows1 source
2d

● mixedIndia’s new wealth creators: Why diversification is changing investment strategiesNew wealth creators are exploring alternatives, global markets and more diversified portfoliosGlobal markets Market valuations1 source
2d

Deal● mixedNorthern Trust Joins ETF Conversion Boom With $33 Billion MoveETFs1 source
3d

● mixedGold ETF vs Gold FoF: How do they differ and which one costs more?Gold ETFs trade live on stock exchanges; Gold FoFs are bought and redeemed at end-of-day NAVGold ETFs Stock exchanges1 source
3d

● mixedDiversified equity mutual funds: Which top 5 schemes have outperformed their category over 3 years?Three-year returns do not show the full picture of diversified equity fund performance1 source
3d

Market move● mixedBSE cautions investors as international ETFs trade at steep premiums to NAVBSE cautioned investors that international ETFs are trading at steep premiums to NAVBSE ETFs Stock exchanges1 source
3d

● mixedActive vs passive small-cap mutual funds: How wide is one-year return gap? Don't assume index schemes always lagActive and passive small-cap funds use different investment approaches, even when linked to the same benchmarkSmall and midcaps1 source
3d

● mixedThese Gen Z-ers are choosing ETFs over sports bets. How younger investors told us they’re building wealth.Gen Z is entering markets unusually young, with easier access to investing than previous generationsETFs Stockbrokers Mutual fund flows1 source
3d

IPO● mixedAs savings shift to MFs, fund houses must step up to the challengeAMC IPO activity is gathering pace as investor interest in mutual funds growsMutual fund flows NFOs Stockbrokers1 source
3d

● mixedYour parents had FDs and pensions. You have SIPs and NPS. Who has the safer retirement?Insurance Life insurance ETFs1 source
3d

Policy● mixedSEBI's new PMS rules could redraw competition for affluent investorsSEBI1 source
3d

Policy● mixedRIAs, distributors assess Sebi's new MF-only PMS route under PRIM modelRIAs see performance visibility and client stickiness as advantages of the MF-only PMS routePRIM SEBI1 source
3d

Market move▼ bearishWhy investors need to be cautious after run-up in small-cap fundsSmall-cap valuations have become expensive in some pockets after a run-upSmall and midcaps Market valuations Mutual fund flows1 source
3d

Data● mixedGold imports plunge in India, but gold ETFs surge: What the demand shift means for investorsIndia’s gold imports fell sharply while investment demand through gold ETFs remained resilientGold ETFs Trade data1 source
3d

Market move● mixedInvestors see room to trim AI stocks after sharp rallyTrust Mutual Fund’s Mihir Vora and WhiteOak Capital’s Prashant Khemka remain positive on AI’s long-term impactAI Market valuations Global markets1 source
3d

● mixedET Alpha Wealth Summit 2.0: Structured debt and the search for higher yieldsHigh-net-worth investors are turning to structured debt for higher returns and risk strategiesBond yields1 source
3d

Funding and debt● mixedAditya Birla Sun Life MF reports conflicting updates on three international schemesOne report says fresh subscriptions were suspended from September 24, 2026Global markets2 sources
2d

Data● mixedEquity now makes up nearly two-thirds of women investors’ mutual fund assetsMutual fund flows1 source
3d

Broker call● mixedMarkets may consolidate for a year; current large-cap valuations reasonable: Bandhan AMC's Karthik KumarBandhan AMC’s Karthik Kumar said markets may consolidate for a year and large-cap valuations are reasonableMarket valuations Banks Insurance1 source
3d

Policy● mixedUPI MDR explained: Will mutual fund SIPs and lumpsum investments be affected?New 0.02% MDR applies to select one-time UPI paymentsUPI Fintech and payments1 source
3d

● mixedThree equity mutual funds deliver over 25% annualised returns in three yearsITI Small Cap Fund, Bandhan Small Cap Fund and UTI fund each gained over 25% annualisedSmall and midcaps Mutual fund flows2 sources
3d

Market move● mixedMulti-asset funds drew more money than small- or mid-cap funds in a year. Which schemes led returns?Mutual fund flows Small and midcaps1 source
3d

● mixed15 Mutual Funds With 10-Year Annualized Returns Above 18% (Sep-26 Update)1 source
3d

Policy● mixedMutual fund tax rules: How SIPs, switches and losses affect capital gainsEach SIP instalment is treated separately for capital gains tax purposesCapital gains tax Taxes Income tax1 source
3d

Market move● mixedSilver ETFs up 98% in a year, yet 56% of investor money is at a loss; here’s whySilver ETFs Mutual fund flows1 source
3d

Market move● mixedBitcoin ETFs have erased a $5.8 billion holeBitcoin ETFs shifted from $5.8 billion in year-to-date net outflows in July to $800 million in net inflowsBitcoin ETFs Crypto1 source
3d

● mixedTop 9 equity mutual funds deliver over 30% return on SIP investments in 1 year. Do you own any?Nine equity mutual funds returned over 30% on SIP investments in one year; eight were small-cap fundsSmall and midcaps1 source
3d

Policy● mixedSEBI’s PRIM framework expands professionally managed investment optionsPRIM allows access to professionally managed portfolios of mutual funds, ETFs and SIFsSEBI ETFs PRIM2 sources
3d

● mixedCanara Robeco AMC enters Asia and India Book of Records for largest mutual fund investor awareness campaignNivesh Bus Yatra earned entries in the Asia Book of Records and India Book of RecordsCanara Robeco Asset Management Mutual fund flows1 source
3d

Policy● mixedWho safeguards the gold and silver behind your ETF? SEBI approves tighter vault rulesSEBI ETFs Gold1 source
3d

● mixedWhen an ETF’s price loses touch with reality, what should investors do?ETFs Market valuations1 source
3d

Market move● mixedIndian markets may consolidate for 6 months amid macro risks: DSP Mutual Fund’s Vinit SambreVinit Sambre expects Indian equities to remain cautious amid macro pressuresNifty and Sensex Small and midcaps Market valuations1 source
3d

Policy● mixedSebi’s big PMS overhaul explained: What changes for investors and portfolio managers?SEBI Stockbrokers1 source
3d

Market move● mixedUS Market: Bond fund managers turn cautious as yields, AI debt raise risksBond fund managers overseeing nearly $700 billion are turning cautious as Treasury yields near 5%US Treasuries Bond yields Global bonds1 source
3d

● mixedBest short duration mutual funds to invest in September 2026Short-duration funds invest in debt instruments with maturities of one to three yearsSEBI G-secs1 source
3d

● mixedTata MF advances debt fund reopening date: Key scheme detailsTata Group Mutual fund flows1 source
3d

Policy● mixedDeath certificate in India: How to register a death, documents required, 1 Oct rule changesA death certificate is essential for settling insurance, mutual funds, investments, property and tax mattersInsurance Taxes Life insurance1 source
3d

Policy● mixedSebi approves new rules to widen investment avenuesSEBI board approved new regulations for portfolio managers to enable innovative investment avenuesSEBI1 source
3d

Policy● mixedThe stock token debate, and the gap nobody can close aloneThe debate centres on which tokenization model is legitimate, prompted by Robinhood’s AMC tokenCrypto regulation Crypto SEC1 source
4d

Market move● mixedSebi opens PMS-MF route with Rs 25-lakh entry ticketSEBI1 source
4d

Data● mixedMutual fund inflows over 1 year: Which equity, debt and hybrid categories attracted money despite being in the red?Mutual fund flows over the last 12 months were mixed across equity, debt and hybrid categoriesMutual fund flows1 source
4d

● mixed6 international mutual funds are reopening: 5 delivered double-digit returns in 1 year - is it time to invest?Six international mutual funds reopened for fresh subscriptions after overseas investment restrictions easedMutual fund flows Global markets ETFs1 source
4d

Policy● mixedSEBI approves ₹25 lakh PRIM route for managed mutual-fund portfoliosPortfolio managers can build portfolios using mutual funds, ETFs, index funds and SIFsPRIM SEBI ETFs2 sources
3d

Deal● mixedHDFC MF bets on PB Fintech, buys stake worth Rs 321 crore as IRDAI reforms trigger 36% stock routHDFC Mutual Fund bought 25 lakh PB Fintech shares for about ₹321 crore at ₹1,282.30 eachPB Fintech IRDAI Insurance distribution1 source
4d

Policy● mixedSEBI broadens PMS investment universe, introduces MF-only routeSEBI introduced an MF-only route for PMS investments with a ₹25 lakh minimum ticketSEBI1 source
4d

Policy▲ bullishSEBI clears PMS, settlement and FPI access reformsSEBI approved a new **PMS route for mutual fund investments**SEBI FII flows F&O4 sources
3d

● mixed10 of the Best Financial Advisor Companies: Well-Known Fiduciary Investment Firms to ConsiderReviews credentials, fees and portfolio options at large registered investment advisory firms1 source
4d

Policy● mixedSEBI extends bullion vaulting rules to gold and silver ETFs and derivativesThe framework now covers bullion underlying specified ETFs and derivativesSEBI Gold Silver3 sources
4d

Policy▲ bullishSEBI permits PMS investments in IPOs, foreign securities and unlisted debtSEBI Listing rules Global markets2 sources
3d

Market move● mixed31 of 46 flexi-cap mutual funds delivered positive 1-year returns despite market fall: Check the schemes in red31 of 46 flexi-cap mutual funds delivered positive one-year returns despite a Nifty 500 declineNifty and Sensex Mutual fund flows1 source
4d

● mixedBlackRock Investment Portfolios Debut on the Blockchain as Digital TokensBlackRock debuted three model portfolios as digital tokensBlackRock ETFs Crypto1 source
4d

Market move● mixedEdelweiss Mid Cap among 5 midcap funds that delivered over 21% CAGR in 3 years. Do you own any?Five midcap funds delivered annualised returns of 18% or more over three yearsSmall and midcaps Edelweiss Financial Services HSBC1 source
4d

Data● mixedSIF AUM crosses Rs 31,000 crore in August after 528% jump in 2026: ReportSIF assets under management rose 528% to Rs 31,175 crore by August 2026Mutual fund flows Market valuations FII flows1 source
4d

▲ bullishNSE listing: Why India’s rising investor base leaves exchange poised for future growthNiket Shah said exchanges should be viewed as technology-led platform businessesNSE Stock exchanges Market valuations1 source
4d

Deal▲ bullishAllied Blenders shares surge 6% as promoter offloads 55 lakh sharesAllied Blenders shares surged 6% as its promoter sold 55 lakh sharesAllied Blenders and Distillers SBI Disinvestment1 source
4d

Data▲ bullishMutual fund SIP flows hit two-year high at 43% of gross equity flows; 12-month flows rise 17% YoY: ReportSIP flows reached 43% of gross equity flows, a two-year highMutual fund flows DII flows1 source
4d

Deal▼ bearishHDFC Mutual Fund sells 1.45% of Escorts Kubota for ₹453 croreHDFC MF sold a 1.45% stake for ₹453 croreEscorts Kubota Mutual fund flows2 sources
4d

Funding and debt● mixedMotilal Oswal launches Nifty REITs & Realty index fund; NFO opens September 25The open-ended fund will track the Nifty REITs & Realty TRIOffice and REITs Real estate NFOs3 sources
3d

Expansion● mixedWhiteOak Capital launches its first small-cap fund of fundsThe NFO opens September 28NFOs Small and midcaps WhiteOak Capital Mutual Fund2 sources
4d

Market move▼ bearishPB Fintech plunges as proposed IRDAI curbs rattle insurance distributorsPB Fintech fell 36% in one day, wiping out ₹31,426 crore in market valuePB Fintech IRDAI Insurance distribution6 sources
2d

Broker call● mixedAvoid chasing small-cap outperformers; valuations look attractive for long-term investors: Pratik Dharmshi, Union MFUnion MF fund manager Pratik Dharmshi says small-cap valuations are more reasonable and earnings growth is improvingSmall and midcaps Market valuations Dinesh Pant1 source
4d